Look no further to the financials at IREN and CRWV. If the economics of data centers were so good, nobody would outsource this and they would all build and run their own: As Warren Buffett once said, the market is a church with a casino attached... and the casino has gotten ...
Read in context ›CoreWeave Stock (CRWV)
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Articles
124 articlesDaily Diary Mentions
52 mentions'Back of the Envelope' Speculation Is Running Amok Allbirds (BIRD), a busted sneaker company, turns into CoreWeave CRWV today. The company's AI pivot sends the stock +665%. This takes the cake! And we have seen this movie before. Position: None
Read in context ›From The Street of Dreams Bernstein raises price target on CoreWeave CRWV from $56 to $67. Position: None
Read in context ›CoreWeave Covered I have covered my CoreWeave CRWV short at $74.97. It's -$6/share on the day and considerably lower than my cost basis of the short. This is my third trade in the name.
Read in context ›More Tales From Nvidia: If I Go Down, You Are Going Down With Me (Issue #186!) * I am approaching 200 "More Tales"... Oh, my! I think at this point it is clear the singularity has become the circularity. OpenAI got their deal done. Of course it is related parties that either depend on OpenAI for re…
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